Plan for the future you want

You've worked hard for your business. Now it's time for your business to work for you.

Have you got a succession plan?

Succession planning is about deciding what you want for the future and putting in place the steps to help you achieve those goals. There can be a lot of expectations in an exit strategy, and the team at Malloch McClean work alongside you to consider business, personal and family viewpoints, and create clear pathways for everyone involved.

Whether you plan on exiting in three years or 30 years, it’s important to put a succession plan in place now. The earlier you start the more likely you are to achieve your goals within the timeframe you set, and the longer the planning phase, the more time you have to groom your business for sale and attract the right successor.


Dedicated time to review what you want from the business

What if

Stimulate discussions on what if scenarios


Increase ability to make strategic decision

In our half-day one on one succession planning session you’ll define your goals and objectives with for your eventual exit from your business. We’ll send you pre-work prior to the session to identify any burning issues so that we can prepare accordingly. 

Ensure the hard work and capital you’ve invested in your business endures.

MR + FL Fraser

“I thought I knew the possibilities, but I did not. I’m feeling happier about being fair to all our children. I didn’t know how good a position we were in. Our future is far more positive than I thought.”

Leah Fraser

Dairy Farmers Waianiwa

“The succession plan gives us the ability to approach key support people to run figures to look at all the options available. We can now reduce our debt and streamline our farm to achieve the goals we set out.”

Allan & Anne Black